-12.8%
ALLE vs SOXQ
+98.3%
-111.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.4% | +1.2% |
| 7D | -2.4% | +0.8% | -3.2% | -2.5% |
| 30D | -7.7% | -4.6% | -3.1% | -7.3% |
| 3M | +15.2% | -10.2% | +25.3% | +15.9% |
| 6M | +5.4% | +49.7% | -44.3% | -1.9% |
| YTD | -2.9% | +67.2% | -70.2% | -11.0% |
| 1Y | -12.8% | +98.0% | -110.8% | -22.7% |
| All | -12.8% | +98.3% | -111.1% | -22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SOXQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling